
Sell Side Services
Maximize the economics of your sale while considering your company’s culture, continuity and legacy.
Communicating your unique business story to buyers is our expertise.
For nearly 50 years, we’ve been helping family and founder-owned businesses tell their stories in a way that resonates with the right buyers. You know how to run your business better than anyone but navigating an M&A transaction can be a whole new challenge. With over 500 deals successfully closed, our senior investment bankers are here to make the sale process clear and straightforward.

Industries We Work With
We deliver exceptional value to business owners across multiple industries.

Connecting you with buyers who value your vision.
Our seasoned deal teams have a strong track record of connecting sellers with qualified buyers both in the U.S. and globally. We have immediate access to serious, sophisticated buyers in your specific industry, ensuring your business is seen by those who truly understand its worth.
You’ve poured your time, energy, and resources into building your business. Our goal is to help you realize the full value of your hard work, with unwavering integrity and transparency guiding you every step of the way.
FAQs
Common Questions From Business Owners Contemplating a Sale
Business owners sell their companies for reasons ranging from personal goals to strategic opportunities. Common motivations include retirement planning, transferring ownership to the next generation, diversifying wealth, or taking advantage of favorable market conditions. Others may sell to fund new ventures or due to unexpected life events. Each decision reflects careful consideration of the owner’s circumstances, market dynamics, and vision for the business’s future.
See article for more info: Understanding Why Business Owners May Decide to Sell
To maximize your business’s valuation before selling, focus on strategies that increase buyer confidence and highlight growth potential. Build an independent management team, ensure clean and audited financial records, and develop a compelling growth plan to showcase future opportunities. Address any risk factors like customer or product concentration, and modernize IT systems for greater transparency and operational efficiency. These steps not only enhance valuation but also make your business more attractive to potential buyers, ensuring a successful sale.
See article for more info: 5 Ways to Maximize the Valuation of Your Business Before Selling
Hiring an investment bank to sell your business offers key advantages: they maintain confidentiality, create a competitive bidding process to maximize value, and connect you with qualified buyers. Additionally, they manage the sale process, allowing you to focus on running your business. With their expertise and networks, investment bankers help secure the best terms and ensure a smooth, successful transaction.
See article for more info: 4 Benefits of Hiring an Investment Banker to Sell Your Business
Yes, hiring an investment banker can be invaluable even with an offer on the table. They provide a critical evaluation of the offer to ensure it reflects market value, offer expert guidance in negotiations, and manage the intricate due diligence process. Additionally, they can discreetly engage other potential buyers, fostering competition that may enhance your company’s valuation and terms, all while maintaining the original buyer’s interest.
See article for more info: Why Hire an Investment Bank If You Already Have an Offer?
Investment bankers find the best buyers for your business by first understanding your goals—whether maximizing value, preserving legacy, or ensuring cultural alignment. They conduct in-depth research using proprietary data and networks to identify strategic buyers, private equity groups, and family offices that meet your criteria. After refining the buyer list with your input, they discreetly reach out to key decision-makers and create competition among buyers. This structured process ensures your business attracts qualified offers that align with both your financial and personal objectives.
See article for more info: How Investment Bankers Identify Top Buyers for Your Business
Selling your business with an investment banker involves a structured 5-6 month process. It begins with preparation, including valuation, crafting marketing materials, and identifying potential buyers. Next is market outreach, where buyers are contacted and confidentiality agreements are signed before sharing detailed information. Negotiations follow, including management presentations, vetting buyers, and securing letters of intent. Finally, due diligence and legal documentation lead to the closing, where funds are transferred, and ownership transitions smoothly. Each stage is managed by the banker to ensure a successful sale tailored to your goals.
See article for more info: Understanding the Sale Process When Using an Investment Banker